喜迎开门红，港股科技爆发！首只聚焦“港股芯片”产业链的港股信息技术ETF（159131）跳空高开大涨3.63%
Xin Lang Cai Jing·2026-01-05 02:01

Core Viewpoint - The A-share and Hong Kong stock markets experienced a strong start to the year on January 5, 2026, with significant gains in technology sectors, particularly in the Hong Kong market, where indices such as the Hang Seng Technology Index rose over 4% [1][3]. Group 1: Market Performance - The first trading day of 2026 saw the Hong Kong stock market's technology sector surge, with the Hang Seng Technology Index and the Hong Kong Internet Index both increasing by over 4% [1][3]. - The first ETF focusing on the "Hong Kong chip" industry chain, the Hong Kong Information Technology ETF (159131), opened with a jump of 3.63%, achieving a real-time transaction volume exceeding 24 million CNY [1][3]. Group 2: Sector Insights - Analysts from Galaxy Securities predict that the Hong Kong stock market will continue to see increased trading activity and an overall upward trend, driven by multiple positive factors [3][9]. - The technology sector remains a key focus for medium to long-term investments, supported by price increases in the supply chain, mergers and acquisitions, and domestic substitution trends [3][9]. Group 3: IPO and Market Trends - The IPO of domestic GPU company Birun Technology on January 2 saw its stock price surge nearly 120% on its first day, marking it as the "first GPU stock" in Hong Kong [3][9]. - Birun Technology aims to capture a market share of 0.2% in the Chinese smart computing chip market by 2025, with the market size projected to reach 50.4 billion USD [3][9]. Group 4: ETF Composition - The Hong Kong Information Technology ETF (159131) is structured with a composition of 70% hardware and 30% software, heavily investing in semiconductor, electronics, and computer software sectors, including major companies like SMIC (20.48% weight) and Xiaomi (9.53% weight) [3][9]. - The ETF excludes large-cap internet companies such as Alibaba, Tencent, and Meituan, allowing for a sharper focus on AI and hard technology trends in the Hong Kong market [3][9].